october, 2020
27oct6:30 pm7:30 pm"An Introduction to Annuities: Funding Your Future" WEBINAR - complete
Time
(Tuesday) 6:30 pm - 7:30 pm
Location
Webinar Event
Organizer
Coastal Wealth Managementwealthmanagement@coastal24.com
Event Details
Looking for income for life? Will your savings last as long as you do? Will you have the money you need to enjoy a comfortable retirement? For many Americans, the
Event Details
Looking for income for life? Will your savings last as long as you do? Will you have the money you need to enjoy a comfortable retirement? For many Americans, the answer is no. That’s because a lifetime of investing and saving can be eroded by taxes, inflation, and poor investments.
Fortunately, there are strategies to help address your long-term income needs. Join us for a special educational webinar where we will discuss sound financial strategies that could help address your long-term retirement income needs. Find out how an annuity could help you accumulate retirement funds, manage taxes, fight the effects of inflation, and generate an income you can’t outlive.
An annuity could help you:
• Create an income source that could last a lifetime
• Manage your investment risk
• Benefit from tax-deferred accumulation
• Provide a death benefit to heirs
• Keep part of your estate out of probate
Our presenters will be CFS* financial advisors, Jonah Kaufman and Mike Healy, with our Coastal Wealth Management team. They will be joined by Drew Snider, CERTIFIED FINANCIAL PLANNER (TM) professional, CFS* financial advisor through CUSO Financial Services, L.P. and Director, Financial Planning, at Coastal Credit Union.
WEBINAR LOG IN DETAILS AND OUR COMPLIMENTARY E-GUIDE FOR THIS EVENT TOPIC WILL BE EMAILED TO YOU ONCE YOU REGISTER.